Use a target when calculation is unavailable - Taxes: records, deductions and preparation - Conduit Help
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Taxes: records, deductions and preparation

Use a target when calculation is unavailable

The Oregon sample starts with an explicitly unsupported calculation. Switch to the fictional preparer-entered $1,000 annual target and confirm the result is labeled manual. An unavailable estimate must not silently become a zero balance.

  1. Read the state result, assumptions and coverage.
  2. Open the tax profile.
  3. Choose an annual target from you or your preparer.
  4. Save the sample tax profile.
  5. Review Overview.
  6. Verify the entered state target is labeled manual.